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Phoenix Financial’s Apple AAPL Stock Holding History

Phoenix Financial’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201M Sell
695,043
-82,301
-11% -$23.5M 1.37% 19
2026
Q1 		$197M Sell
777,344
-72,884
-9% -$19M 1.87% 15
2025
Q4 		$226M Sell
850,228
-478
-0.1% -$128K 2.45% 9
2025
Q3 		$217M Buy
850,706
+167,247
+24% +$37.8M 2.64% 11
2025
Q2 		$169M Buy
683,459
+51,804
+8% +$10.5M 2.23% 12
2025
Q1 		$140M Buy
631,655
+70,669
+13% +$16.4M 2.15% 13
2024
Q4 		$140M Buy
560,986
+30,045
+6% +$7.08M 1.92% 15
2024
Q3 		$124M Buy
530,941
+199,083
+60% +$44.5M 1.83% 16
2024
Q2 		$70.2M Buy
331,858
+24,529
+8% +$4.57M 1.07% 28
2024
Q1 		$52.7M Buy
307,329
+89,365
+41% +$16.2M 0.73% 34
2023
Q4 		$45.4M Buy
217,964
+7,170
+3% +$1.32M 0.75% 35
2023
Q3 		$36.1M Buy
+210,794
New +$38.7M 0.66% 38
2023
Q2 		– Sell
-377,779
Closed -$62.2M – 310
2023
Q1 		$62.2M Buy
377,779
+20,648
+6% +$3.05M 1.39% 25
2022
Q4 		$46.4M Buy
357,131
+70,858
+25% +$10.1M 0.9% 37
2022
Q3 		$40.7M Buy
286,273
+206,201
+258% +$32.4M 0.9% 40
2022
Q2 		$11M Buy
80,072
+12,117
+18% +$1.83M 0.22% 76
2022
Q1 		$11.9M Buy
67,955
+32,289
+91% +$5.43M 0.2% 96
2021
Q4 		$6.36M Sell
35,666
-48,222
-57% -$7.62M 0.1% 115
2021
Q3 		$11.9M Sell
83,888
-24,282
-22% -$3.57M 0.21% 92
2021
Q2 		$14.8M Buy
108,170
+5,130
+5% +$665K 0.28% 96
2021
Q1 		$12.6M Buy
103,040
+73
+0.1% +$9.37K 0.28% 95
2020
Q4 		$13.6M Buy
+102,967
New +$12.4M 0.37% 89
2020
Q3 		– Sell
-3,852
Closed -$329K – 317
2020
Q2 		$329K Buy
+3,852
New +$298K 0.01% 260

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Phoenix Financial's AAPL Position: Q2 2026 in Review

Phoenix Financial reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $23.5M and leaving 695,043 shares worth $201M. The position accounts for 1.37% of the portfolio, ranked #19.

Phoenix Financial first reported a position in AAPL in Q2 2020 and has held it in 23 quarters since. The position peaked at $226M in Q4 2025. 4,685 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Phoenix Financial held 695,043 shares of Apple worth $201M as of Q2 2026.
  • Phoenix Financial sold 82,301 Apple shares in Q2 2026, an estimated $23.5M.
  • Apple made up 1.37% of Phoenix Financial's portfolio in Q2 2026, its #19 holding.
  • Phoenix Financial first reported a position in Apple in Q2 2020 and has held it in 23 quarters since.
  • Phoenix Financial's Apple position peaked at $226M in Q4 2025.
  • 4,685 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.